WWA
D icon

WCG Wealth Advisors’s Dominion Energy D Stock Holding History

WCG Wealth Advisors’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.24M Buy
91,435
+5,361
+6% +$349K 0.15% 140
2026
Q1 		$5.32M Buy
86,074
+14,592
+20% +$901K 0.15% 148
2025
Q4 		$4.19M Buy
+71,482
New +$4.31M 0.12% 168

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCG Wealth Advisors's D Position: Q2 2026 in Review

WCG Wealth Advisors increased its Dominion Energy (D) stake by 6.2% in Q2 2026, buying an estimated $349K and bringing the position to 91,435 shares worth $6.24M. The position accounts for 0.15% of the portfolio, ranked #140.

WCG Wealth Advisors first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • WCG Wealth Advisors held 91,435 shares of Dominion Energy worth $6.24M as of Q2 2026.
  • WCG Wealth Advisors bought 5,361 Dominion Energy shares in Q2 2026, an estimated $349K.
  • Dominion Energy made up 0.15% of WCG Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • WCG Wealth Advisors first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.